Financial Union News Agency on November 17, the broader market fluctuated narrowly throughout the day, and the three major indexes all rose slightly. On the disk, individual stocks in the automotive industry chain continued to be active.,,,Wait for multiple stocks to rise by the limit.Concept stocks rallied and strengthened,The daily limit rose to a record high.Up more than 10%. Chip stocks were active, led by HBM,,20CM daily limit.The stock market moved in late trading,By the daily limit.Up more than 10%. Overall, market hotspots are characterized by rapid rotation. On the downside, hashrate leasing concept stocks have fallen into adjustment.Waiting to fall more than 5%. Overall, individual stocks rose more and fell less, and more than 3,700 individual stocks rose in the whole market. The turnover of the Shanghai and Shenzhen stock exchanges 826.70 billion today, 24 billion from the previous trading day.
plate aspect
On the plate, the plate led the rise throughout the day, with the daily limit setting a record high again, rising more than 10%.,,,The increase was among the top. On the news surface, the reporter learned from people close to the supply chain.createOr will be applied to those listed this quarterAsk the world M9 model. However, there have been rumors about the news in the market before. The sudden outbreak of compound current collectors today may further tap the relatively stagnant segmentation of the automotive industry chain. It should be noted that this direction has maintained a relatively stable upward trend of fluctuations, but after today’s volume increase, with the successful activation of short-term active levels, the subsequent shocks in this direction may further intensify.
BeforeIt is pointed out that, compared with traditional current collectors, composite current collectors significantly open the ceiling of weight reduction and can assist in liftingEnergy density, reduced manufacturing costs, and the potential to improve safety are expected to partially replace traditional current collectors, and the market space is vast. Therefore, before the industry landscape is formed, we should focus on companies that take the lead in completing downstream verification and breaking through equipment yield difficulties.
The HBM concept is fermented on a plate.20CM daily limit,Up more than 15%, in addition,,,Wait for the stock’s daily limit. HBM (ie high bandwidth memory) is ultramicroAnd SK Hynix launched a high-performance DRAM based on a 3D stack process, suitable for applications with high memory bandwidth requirements, such as graphics processing units, network switching and forwarding devices.
Media reports, withAs competition intensifies, Samsung and SK Hynix, the world’s two largest memory chipmakers, are preparing to increase HBM production by 2.5 times. In addition to South Korea’s Shuangxiong, Micron, the world’s third-largest DRAM company, will also aggressively target the HBM market from 2024. Overall, the HBM concept belongs toNewer in the industryIt is easier to be recognized by short-term funds, and there is also the possibility of secondary fermentation of public opinion over the weekend. However, after today’s collective volume has risen, it may have directly filled the short-term market expectations. When next week’s incremental capital shortage continues, it remains to be seen whether funds are willing to carry out high-level relays.
Stocks moved at the end of the day, rising by the daily limit, up more than 10%.,,Wait for individual stocks to rise at the top.The research report said that the continued rapid development of the AI industry is, on the one hand, the head light module manufacturersThe quarter-on-quarter growth and further exceeding expectations have laid the foundation, and on the other hand, it is gradually eliminating concerns about the uncertainty of the future long-term development of the industry. The optical module sector is expected to achieve better-than-expected performance + valuation repair in the future. Davis double-click.
From the perspective of the market, the changes in the late CPO and the index formed a certain resonance, on the one hand because of the existence of the plateThe weight of the target, on the other hand, the CPO has undergone a long period of consolidation and the valuation advantage has gradually become apparent, and it is also in line with the style and aesthetics of the current pan-technology hype. In this context, whether the rebound of the CPO sector can go out of continuity or have a certain reference value for the subsequent strength of the index.
In terms of individual stocks
Today’s short-term theme direction ushered in a quick fix. Judging from the daily limit distribution, the current short-term money-making effect is mostly concentrated in the two major industrial chains of automobiles and chips. likeSuccessfully advanced to 6 consecutive boards, andAlso in the afternoon, the earth and sky boards were staged to achieve 5 consecutive boards, in addition to8 days 7 boards,6 days 4 boards,4 days and 3 boards, etc., once again reflect that the theme hype style with pan-technology as the main line is still continuing. And the market hotspots are beginning to spread in the direction of intelligent driving, HBM, and composite collectors, which were previously relatively stagnant. However, it should be noted that the volume of today’s market can further shrink, and in the market environment of the stock game, it is unable to support the market divergent hype. The follow-up money-making effect is likely to be concentrated in the core targets of the front row. Therefore, for investors who have participated in it, adhering to the principle of removing the weak and leaving the strong may have a higher winning rate.
market outlook analysis
As of the close,Up 0.11%, the Shenzhen Composite Index rose 0.25%,Up 0.43%. Northbound funds sold a net 2.859 billion yuan throughout the day, of whichNet sales 2.048 billion yuan,Net sales 811 million.
Today’s market as a whole showed a slight bottoming and rebounding trend. More than 3,400 stocks in the two cities closed up. Among them, the short-term theme direction picked up, and the automotive industry chain, composite current collector, HBM concept, CPO and other directions were all active during the session. However, it should be noted that today’s overall volume energy did not increase but decreased. It can be seen that although there are many hot spots in the market, most of the funds are fighting independently and did not form a joint force. Once the volume energy next week cannot be effectively amplified, the theme may show a rapid and disorderly rotation trend, and the continuity is difficult to guarantee. Therefore, it is not appropriate to blindly chase the daily hot spots. Focus on the low-suction arbitrage opportunities that appear when the hot spot differences are sorted out or wait patiently for the establishment of a new main line to lead the rise before following.
Today, short-term sentiment has picked up, and short-term sentiment indicators have returned to above the 0 axis.
Market News Focus
1. The M9 will make its debut at the Guangzhou Auto Show in December
On November 17th, at the 2023 Guangzhou Auto Show that opened today, the Wenjie M9 made its first public appearance, and the car will be launched in December. This year’s auto show, Hongmeng Zhixing participated in the exhibition for the first time in an independent booth. The models on display also include the Wenjie M5 Urban Rejuvenation Package, the new M7 of Wenjie, and the S7 of Zhijie that has just started pre-sale.
2. Eligible existing PPP projects can apply for special project bonds to raise construction funds
According to the requirements of the regulatory authorities, for the unstarted projects that have completed the procurement procedures of inviting tenders and have a certain income before the PPP clean-up verification in February 2023, if they meet the investment field of special project bonds and are determined by the local government to meet the relevant requirements of PPP clean-up verification and rectification, they are allowed to declare special project bonds to raise construction funds on the premise of ensuring the balance of income and expenditure in the whole life cycle of the project.